Simply Financial with Kevin Wray
Weekly financial and retirement planning guidance from the team at Kevin Wray Financial.
Episodes
Sep 10, 2020
Sep 10, 2020
40 min
In honor of our moms, let’s take some of the things that they used to tell us and apply them to our financial planning.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Sep 3, 2020
Sep 3, 2020
40 min
If we take a look at the world of medicine, we can learn some valuable lessons that can be applied to your financial life.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Aug 27, 2020
Aug 27, 2020
40 min
Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Aug 20, 2020
Aug 20, 2020
40 min
We sometimes talk about the regrets that we’ve heard from people as it relates to their money. Let’s talk about some of the things that we’ve never heard, and Kevin will tell us what we can learn from the fact that nobody has ever made these statements.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Aug 13, 2020
Aug 13, 2020
40 min
One of the signs of a great financial advisor is the ability to navigate awkward financial conversations. Let's discuss some common ones that can pop up, and how Kevin is able to handle them.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Jul 30, 2020
Jul 30, 2020
40 min
We'll examine some common mindsets that people can have about their finances. Some of your beliefs about your money could be mistaken. Tune in to find out which ones.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Jul 23, 2020
Jul 23, 2020
40 min
We'll take a look at several common retirement-related scenarios and see how you can turn crisis into an opportunity to better your life.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Jul 16, 2020
Jul 16, 2020
40 min
Most people don’t realize how many different types of risk they need to guard against in their financial planning. Kevin will break down a few of these risks and how to address them.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Jul 9, 2020
Jul 9, 2020
40 min
Let's see how well you know your finances. We'll go through a checklist of things that you should know as you go through retirement.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Jul 2, 2020
Jul 2, 2020
40 min
So you’ve done a good job saving and investing over the years. You’ve lived on less than you’ve earned, kept yourself out of debt, and your investments have done pretty well. That means everything will be simple for you in retirement, right? Not necessarily. Let’s talk about some of the problems faced by people who have been diligent savers over the years. We also discuss what people should be looking out for during their last decade of working.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500